If you just created an item, be sure you also checked it in so that others can access it.

2. Share options

2.1. Link (URL)

The Link option gives you a URL for viewing your current dashboard, report, or other view. You can bookmark it in your browser, or send it to someone else. Changes you've made such as filtering and sorting will be included in this link.

Go to the toolbar and click Share, then click Link.

In the Share dialog, the Link field holds the URL. Click Copy to clipboard to quickly copy it and then paste it elsewhere.

If the person you're sharing with doesn't already have access to this item, use the Give Others Access section to select them. For example, dashboards you create in My Project are only accessible to you by default.

In the View Options section, an option is checked initially so that the dashboard/view is opened by itself full-screen, with no access to Dundas BI's menu, toolbar, or taskbar. You can click to open this section and choose a different option.

The initial settings export the entire dashboard to an image. You can also select a specific visualization within the dashboard to be exported by setting Export Selection to Single Item. In this case, use the dropdown list to select the visualization you want.

By default, the resulting Excel file will include any customizations that were applied on a table visualization, such as font colors, background colors, column order, custom header text, etc. To exclude this formatting, you can select the Export Tables Without Styles option.

Click the submit button at the bottom to begin the export. Once the export is done, click View the created export to download the Excel file.

Note

You can only select specific visualizations for export if the dashboard was embedded since version 2.6 of Dundas BI, otherwise it must be replaced by a new view container. Entire View will work with either container.

2.4. CSV

You can also choose to export the data to a CSV (comma separated values) file instead of Excel. In this case, only a single visualization within a view can be exported.

To export to CSV, go to the toolbar and click Share. Then click Excel.

Change the Export Format to CSV, and then select a single visualization to export.

Click the submit button at the bottom to begin the export. Once the export is done, click View the created export to download the CSV file (e.g., Dashboard1 - chart 2.csv) which will contain the data values displayed by the visualization.

2.6. PowerPoint

Click Submit to begin the export. Once the export is done, click View the created export to download the PowerPoint file.

3. Options when editing

When editing a view such as a dashboard, there are options available to determine what's exported when it's viewed by others.

3.1. Prevent data export

If you do not want viewers to be able to export certain data to Excel or CSV formats, there are options on each metric set and each of its elements. (These do not affect exporting to image, PDF or PowerPoint.)

Important

This should not be relied on for data security, since all metric set data other than for Hidden measures is downloaded by client browsers and can be accessed when viewing.

To prevent the data export for the whole metric set, click the Edit icon in the Data Analysis Panel.

3.2. The Before Export event

It's possible to add actions such as a Change Layer action or script that will run only when a user exports to PDF, image or PowerPoint, without affecting general viewing. (Data export to Excel or CSV is not affected.)

To add one of these actions, open the Properties window with nothing selected on the canvas, and find the Before Export actions.

4. Notes

Generated export files will be saved in Dundas BI for 45 days. You can view the list of generated files and download them from your profile.

If you expect that a particular dashboard or report will take significantly longer to generate export files, you can adjust the Export Timeout property for that dashboard or report. This property is located on the Main tab of the Properties window.